Survey Question Response Handling Settings

This feature provides you with various options of how to handle responses to a survey question. These options are:

Action

You can select the action that you would like performed handle the response as shown below e.g. the response can be handled a serial lookup, a coupon lookup.

To set up an action, do the following:

From the Left hand menu, navigate to Projects

Click on “All Projects” in the sub menu

This will open up the Project List.

In the project folder, choose the ‘Survey’ option by clicking on “Create New” or select an existing survey from the list. You will be redirected to the Survey Window.

Click on the edit button to on the question you would like to edit or Click on to start editing your first question. The Question Editor window will appear.

Click on “Advanced Settings” and the advanced settings options will open up.

Click on “Response Handling” tab.

Under Action, select the desired action which are:

Referral Lookup - This will work with Referrals. The system will interpret a response to the question with the said action as a Referral. Echo will interpret response as phone number, and register contact if possible.

Coupon Lookup- Echo will interpret response a response to the question with the said action as a coupon code

Entity Lookup- Echo will interpret response a response to the question with the said action as an ID of an Entity. You can then choose link the entity to contact upon successful lookup or link only if contact has no linked entity

Serial Lookup- Echo will interpret response a response to the question with the said action as a Serial ID or Serial Code. You can choose to register the serial upon successful look up

Click on “Save Question” to update the settings.

Store Response As

You can populate respondent fields with survey responses by assigning standard or custom fields to questions. You can populate the name field by assigning the name field to a question

To setup a field, do the following:

From the Left hand menu, navigate to Projects

Click on “All Projects” in the sub menu

This will open up the Project List.

In the project folder, choose the ‘Survey’ option by clicking on “Create New” or select an existing survey from the list. You will be redirected to the Survey Window.

Click on the edit button to on the question you would like to edit or click on to start editing your first question. The Question Editor window will appear.

Click on “Advanced Settings” and the advanced settings options will open up.

Click on “Response Handling” tab.

Under “Store Response As”, select the desired field (Standard or Custom Fields)

Click on “Save Question” to update the settings.

Advanced Logic

Here you can be able to capture expressions allow you to define advanced logic useful for creating complex schedules or survey flows .

For
Example: A question asks for a respondent's age which is being stored in
a custom field AGE. You would like to ask the respondent a follow up
question ONLY if the respondent's age is less than or equal to 18. This expression would be [AGE] <=18

To set up advanced logic, do the following:

From the Left hand menu, navigate to Projects

Click on “All Projects” in the sub menu

This will open up the Project List.

In the project folder, choose the ‘Survey’ option by clicking on “Create New” or select an existing survey from the list. You will be redirected to the Survey Window.

Click on the edit button to on the question you would like to edit or click on to start editing your first question. The Question Editor window will appear.

Click on “Advanced Settings” and the advanced settings options will open up.

Click on “Response Handling” tab.

Under “Advanced Logic", click on “Add Scenario”

In the scenario, you can capture and build complex expression or conditions.

You can also select the desired call-to-action option

Click on “Help on Expressions” to get a pop up guide that you could use to as a reference when building expressions.

Click on “Save Question” to update the settings.

Call to Actions

Add Field: With this call to action, you can be able to add in a contact custom field or a product serial extra field based on a response made to the question or a condition is met.

Add Go-To: With this call to action, you can be able to change the flow of the survey and direct the respondent to a particular question with a survey or to direct the respondent to a new survey or notice altogether based on a response made to the question or a condition is met.

Add Email Alert : With this call to action, an email alert would be sent out once the condition has been met or a specific response has been made to the question and this email would be sent to the email address that has been set

Add Label: With this call to action, you can be able to add a label to the respondent based on a response made to the question or a condition is met.

Add Case Variable: Case Variables allow you to handle or store responses, expressions or handle arithmetic calculations that will only exist within each case of a survey. As this is a temporary placeholder, case variables cannot be used to update information to a contact's profile as custom fields would. With this call to action, you can be able to define a case variables for a particular question.

Move Group: With this call to action, you can be able to move the respondent from one group to another based on a response made to the question or a condition is met.

External APIs: With this call to action, you can be able to work with APIs and set up various functionality e.g you can add an HTTP Get action with the URL that will be executed based on a response made to the question or a condition is met.

Need some guidance with advanced logic? Feel free to drop us an email support@echomobile.io and we'd be happy to guide you on how you can set up survey flow